Filer · Institutional
CASTLE WEALTH MANAGEMENTLLC
CIK 0001936420TRACKEDView on SEC.gov ↗
View analyzed profile →PROReported portfolio value · quarterly
Filings on record · 13
Q2 202613F-HR
0001936420-26-000005 · filed 2026-07-31
143
positions
Q1 202613F-HR
0001936420-26-000003 · filed 2026-05-01
0
positions
Q4 202513F-HR
0001936420-26-000001 · filed 2026-01-22
0
positions
Q3 202513F-HR
0001936420-25-000008 · filed 2025-10-31
0
positions
Q2 202513F-HR
0001936420-25-000005 · filed 2025-07-30
0
positions
Q1 202513F-HR
0001936420-25-000003 · filed 2025-04-28
126
positions
Q4 202413F-HR
0001936420-25-000001 · filed 2025-01-29
118
positions
Q3 202413F-HR
0001936420-24-000005 · filed 2024-10-31
121
positions
Q2 202413F-HR
0001936420-24-000003 · filed 2024-07-22
117
positions
Q1 202413F-HR
0001936420-24-000002 · filed 2024-04-29
119
positions
Q4 202313F-HR
0001936420-24-000001 · filed 2024-01-31
116
positions
Q3 202313F-HR
0001936420-23-000004 · filed 2023-11-06
102
positions
Q2 202313F-HR
0001936420-23-000003 · filed 2023-07-17
111
positions
Source: SEC EDGAR. Raw filings as filed — no editorial layer applied.